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Jeanne M. Tackett

Total Clarity Wealth Management, Inc.

Assets Managed
$425.754M
Holdings
311
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
2.93%(2Q avg: 6.44%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Total Clarity Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 311 positions.

Assets under management

The assets under management (AUM) of Total Clarity Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 425.754M in assets, with a quarterly growth rate of 2.93% and a 2-quarter average growth rate of 6.44%. The portfolio is managed by Jeanne M. Tackett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 51.69%
4.33%
$18.418M
240,635 shares@ $76.55 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 49.93%
2.26%
$9.62M
96,743 shares@ $99.45 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 3.16%
2.13%
$9.042M
78,687 shares@ $114.91 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 2.08%
1.96%
$8.319M
121,836 shares@ $68.28 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -21.58%
1.82%
$7.742M
153,700 shares@ $50.37 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 0.05%
1.62%
$6.896M
136,982 shares@ $50.35 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -23.87%
1.58%
$6.686M
30,778 shares@ $217.25 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.64%
1.57%
$6.67M
26,284 shares@ $253.79 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 18.68%
1.57%
$6.645M
145,554 shares@ $45.65 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 15.49%
1.53%
$6.497M
132,781 shares@ $48.93 avg price

1-10 of 311